LJPR in the Press
NY Times: Investors Stay Calm, if Cautious, as Stalemate Simmers
Leon LaBrecque, the founder of the asset manager LJPR, said he has already prepared for a breakdown of the talks in Washington by scaling back his stock holdings by 25 percent. He said he would start buying after an agreement was reached.
Fiscal Cliff is Super Storm Sandy of Taxes
The Street.com interview with Debra Borchardt. Leon LaBrecque of LJPR calls the fiscal cliff the perfect tax storm that average Americans aren't prepared for, especially regarding the Bush tax cuts.
Four Things to Know About the 'Fiscal Cliff'
"The Fiscal Cliff is – simply put – the biggest tax increase [and] spending cut in history," money manager Leon LaBrecque of investment firm LJPR said recently. "It's a colossal mess."
2012
December 12, 2012 // Investors Stay Calm, if Cautious...NY Times
November 30, 2012 // Fiscal Cliff Notes Orange County Registry
November 29, 2012 // 'Fiscal Cliff' Could Put Millions...CNBC.com
November 28, 2012 // Fiscal Cliff Primer PBS News
November 28, 2012 // Charting the Fiscal Cliff Accounting Today
November 28, 2012 // 4 Ways Retirees Can Survive the Fiscal Cliff Fiscal Times
November 27, 2012 // Gauging the Fiscal Cliff LifeHealth Pro
November 20, 2012 // Attendees Learn Valuable Information at Annual Symposium Lupus Alliance
November 20, 2012 // Retirees Surviving Fiscal Cliff Business Insider
November 19, 2012 // D.C.-watcher expects Congress to fix easy fiscal cliff issues, punt on others LifeHealthPRO.com
November 13, 2012 // Chart of the Day Investment News
November 12, 2012 // Retirement hangs on fiscal cliff Bankrate.com
November 8, 2012 // The US Fiscal Cliff Explained VOA News
November 8, 2012 // Fiscal cliff winners and losers: even before it's over, we know who's won The Guardian
November 7, 2012 // Stocks slump after Obama's election win CBC
November 6, 2012 // 4 Post-Election Fiscal Cliff Scenarios Advisor One
November 1, 2012 // GM pensions: 13,200 white-collar retirees taking buyouts makes sense, analysts say M-Live
November 1, 2012 // Now That's a Cliff ISSUU
October 22, 2012 // Coming Tax Changes May Spur Early Gifting Business Transfers Crain's Detroit Business
October 11, 2012 // The Winds of Limbo Roar Financial Advisor
October 3, 2012 // Annuity Ballgame Targets Retirement Home-Runs Insurance News
September 12, 2012 // Staring Down The Fiscal Cliff Life Health
September 12, 2012 // How to Create Your Election Portfolio Advisor OneSeptember 8, 2012 // An Investor's Guide to the Fiscal Cliff Canada.com
August 26, 2012 // Goin’ off a cliffNY Post
August 20, 2012 // Should You Take Monthly Payments or a Lump Sum? AARP
August 5, 2012 // Susan Tompor: Lump-sum opinions are everywhere Detroit Free Press
August, 2012 // Frontline News Financial Advisor Magazine
July 31, 2012 // Four retirement strategies for muni bonds MarketWatch.com
July 24, 2012 // Muni Demand Likely to Get A Boost by Health Care Tax The Bond Buyer
July 20, 2012 // Retirees Mull Pension Lump Sum Offers Kiplinger's
July 18, 2012 // Should GM retirees take the lump sum, or go with a pension annuity? RetirementRevised.com
July 17, 2012 // Get ready for higher taxes Bankrate.com
July 12, 2012 // Are Your Clients Expecting to Live Off Their Company Pensions? Ever Hear of “Pension Annuities?” WealthManagement.com
July 12, 2012 // Decision time nears for GM, Ford retirees on lump sum offer Detroit Free Press
July 11, 2012 // Muni Bonds Require More Caution Nowadays Smart Money
June 27, 2012 // U.S. Automakers Cut Retirees Loose Businessweek
June 13, 2012 // Chat Replay: Should GM and Ford retirees take a pension or lump sum? Detroit Free Press
June 12, 2012 // GM retirees’ lump-sum dilemma Bankrate.com
June 9, 2012 // Taking Your Lumps-Or Not Wall Street Journal
June 7, 2012 // Should You Take a Lump-Sum Pension Payment? U.S. News & World Report
June 7, 2012 // GM & Ford Pensions: 5 keys to deciding pension vs. buyout Mlive.com
June 8, 2012 // GM and Ford Lump Sums, Discussed Lucy Ann Lance Business Radio
June 5, 2012 // Duke, GE Tempt Savers With Higher Yield than Money Funds BloombergNews
June 5, 2012 // Duke, GE Tempt Savers With Higher Yield than Money Funds Businessweek.com
June 4, 2012 // Wondering about your GM or Ford salaried pension? Here are some helpful resources Detroit Free Press
June 2, 2012 // Take a GM pension or lump sum? Do the math Detroit Free Press
June 2, 2012 // Advice on lump sum offers Bloomberg Business Week
June 2, 2012 // Susan Tompor: Advice on lump sum offers Detroit Free Press
June 1, 2012 // GM Acts to Pare Pension Liability Wall Street Journal
June 1, 2012 // GM follows in Ford's tracks, offers lump sum to retirees Investment News
May 31, 2012 // Ford Pension Buyouts Eyed Cautiously BenefitsPro.com
May 24, 2012 // Have a discussion of Ford lump-sum offer Detroit Free Press
May 21, 2012 // Dilemma for Ford Retirees: Monthly check or lump sum? Investment News
May 16, 2012 // Certain Ford Retirees Face Major Pension Decisions NPR - voice
May 16, 2012 // Retirees await details of Ford's offer to pay pensions in lump sum NPR - article
May 13, 2012 // Should you take 'LSD' Bankrate.com
May 9, 2012 // 27 Ways to Invest in the U.S. Fidelity.com
May 9, 2012 // 9 Funds to fine-tune your portfolio Fidelity.com
May 10, 2012 // Ford's Risky Pension Gambit CFO Magazine
May 10, 2012 // Should You Accept a Pension Buyout Offer? AOL Daily Finance
May 10, 2012 // The Perfect Storm: Prospective Expiration of the Bush Tax Cuts Planned Giving Design Center
May 9, 2012 // Detroit Schools Seeks to Free Up Ability to Borrow The Bond Buyer
March 29, 2012 // Nonprofits are Rethinking Their Fund Development Strategies In the New Economy Automation Alley
March 23, 2012 // It’s Like Déjà vu All Over Again Troy Patch.com
March 22, 2012 // It’s Like Déjà vu All Over Again Blog Notions – a Financial Blog
March 20, 2012 // Brightscope Reveals List of Top 25 Detroit Area Based RIA Firms MarketWatch.com
March 9, 2012 // A Modest Proposal for Congress and the President: Eat Your Own Cooking Troy Patch.com
March 8, 2012 // Economic and Political Outlook: Hang Onto Your Hats Troy Patch.com
March, 2012 // Etiquette Tips Business People Magazine
February 21. 2012 // A Modest Proposal for Congress and the President: Eat Your Own Cooking Blog Notions – a Financial Blog
February 21, 2012 // Dow Breaks 13000 for first time since ’08 Crisis CBS
January 26, 2012 // Conference Highlands Health Car Bargaining Law Changes Police Officers Labor Council
January 19, 2012 // Outlook for 2012 Advisor Today
January 17, 2012 // Fight Over Payroll Tax Cut Begins Anew For Congress Advisor One
January 17, 2012 // Free Seminars Being Held By Local Wealth Managers The Oakland Press
January 16, 2012 // More on Digital Asset Planning LawProfessors.com
2011
December 19, 2011 // Year End Planning Tips WJBK FOX 2 |Detroit
December 15, 2011 // How To Avoid Being an Etiquette Clod at Those Holiday Parties Puget Sound Blogs
December 11, 2011 // Money Free Seminars to Reduce Financial Uncertainty WJBK FOX 2 | Detroit
November 2, 2011 // Michigan Money Summit CBS
October 24, 2011 // Some Advisers Don’t Understand ETFs, Managers Marketwatch.com
October 21, 2011 // Investment News Tech Blog
September 9, 2011 // President’s Speech Strikes Chord With Unemployed CBS
August 30, 2011 // OCC Golf Outing Raises $39,701 for Scholarships Oakland Community College
August 12, 2011 // Set up a Posthumous Password Contingency Plan HowtoGeek.com
August 10, 2011 // How to Save Money for a Vacation Away.com
August 6, 2011 // What Should Investors Do? News and ObserverAugust 8, 2011 // Dow Plunges More than 634 Points after Dow ngrade WJBK FOX 2 | Detroit
August 5, 2011 // Investors looking for answers after wild week NPR
August 5, 2011 // DOUBLE-DIP RECESSION? MARKET CORRECTIONS AREN’T UNUSUALRegistered Rep.
July 23, 2011 // PINs That Needle Families The Wall Street Journal
July 4, 2011 // Reducing Uncertainty' with Murray Feldman WJBK FOX 2 | Detroit
June 22, 2011 // Greek debt will be paid, but by whom? CBC News
June 21, 2011 // THE SECRETS BABY BOOMER KEEP Dwarkin Associates, Inc.
June 21, 2011 // DJ MARKET TALK: Without PetroChina JV Encana May Take On More Debt Morningstar
June 21, 2011 // The Missing Link in Your Estate Plan SmartMoney - The Wall Street Journal
April 5, 2011 // Independent Advisers Aren't Charging Enough Financial Advisor - a blog by Dow Jones
March 29, 2011 // What, me worry? newswires-americas.com
March 4, 2011 // 4 Surprising Reasons to Switch to a Roth Fidelity.com
February 13, 2011 // Bonus? Tax return? Invest it, save it, or pay off bills Lansing State Journal
February 1, 2011 // Off to a slow start Accounting Today
2010
2010
December 13, 2010 // Five Financial Gifts to Give Yourself Before Year-End (VIDEO) WJBK Fox 2 Detroit
December 13, 2010 // Five Financial Gifts to Give Yourself Before Year-End Accounting Today
December 10, 2010 // Tips for Ringing in a Tax-Friendly New Year On Wall Street
December 9, 2010 // Making the Most of MRDs Fidelity.com
November 9, 2010 // White Paper on Municipal Bonds
November 5, 2010 // Lame-duck Congress faces key financial issues San Francisco Chronicle
November 5, 2010 // The Street Perceptions can Mask Muni Bargains The Street
October 12, 2010 // Japan’s economic crunch, its effect on the US
October 11, 2010 // GM's IPO: Good, Bad or Ugly? (VIDEO) WJBK Fox 2 Detroit
June 22, 2010 // The 800 lb. Tax Gorilla Plan Sponsor
May 24, 2010 // Early Retirement Bill for Michigan Teachers (VIDEO) WJBK Fox 2 Detroit
April 20, 2010 // Munis: Riskier Than You Think The Wall Street Journal
January 28, 2010 // More than Just Another Roth IRA Seminar (VIDEO) WJBK Fox 2 Detroit
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